ISHARES TR's ticker is IBTH and the CUSIP is 46436E841. A total of 68 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,044 | -1.4% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $182,516 | -2.3% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $186,718 | +1.9% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $183,302 | +0.2% | 8,240 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $183,000 | -4.2% | 8,240 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $191,000 | – | 8,240 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 4J Wealth Management LLC | 106,479 | $2,412,825 | 2.59% |
| FinTrust Capital Advisors, LLC | 450,022 | $10,010,927 | 2.43% |
| Royal Harbor Partners, LLC | 137,398 | $3,113,439 | 1.67% |
| Altus Wealth Group LLC | 55,418 | $1,255,772 | 0.85% |
| Denver PWM, LLC | 67,940 | $1,543,267 | 0.68% |
| KCS Wealth Advisory | 67,994 | $1,540,733 | 0.58% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 1,437,738 | $32,579,138 | 0.48% |
| Stratos Wealth Partners, LTD. | 408,845 | $9,264,437 | 0.25% |
| Granite Harbor Advisors, Inc. | 11,337 | $256,896 | 0.23% |
| JDM Financial Group LLC | 9,113 | $206,505 | 0.19% |